Dominion Energy, Inc
D- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000715957
No open-market purchases or sales by Dominion Energy, Inc insiders were filed in the last 90 days; 1,553 institutions reported holding it in 13F filings for Q2 2026, worth $48.6B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q1 2025
Institutional positions in Dominion Energy, Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,407
- +61 vs. Q4 2024
- Shares held
- 659.4M
- +12.2M (+1.9%) vs. Q4 2024
- Total value
- $37.0B
- +$2.10B (+6.0%) vs. Q4 2024
- New holders
- 158
- 559 more added
- Sold out
- 97
- 461 more reduced
29 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting D on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,553 | $48.6B |
| Q1 2026 | 1,487 | $43.0B |
| Q4 2025 | 1,453 | $42.5B |
| Q3 2025 | 1,412 | $42.6B |
| Q2 2025 | 1,351 | $39.3B |
| Q1 2025 | 1,407 | $37.0B |
| Q4 2024 | 1,375 | $35.0B |
| Q3 2024 | 1,355 | $37.2B |
| Q2 2024 | 1,278 | $31.1B |
| Q1 2024 | 1,226 | $31.2B |
| Q4 2023 | 1,239 | $28.7B |
| Q3 2023 | 1,207 | $27.4B |
| Q2 2023 | 1,287 | $31.1B |
| Q1 2023 | 1,328 | $33.0B |
| Q4 2022 | 1,431 | $35.7B |
| Q3 2022 | 1,443 | $40.8B |
| Q2 2022 | 1,520 | $46.5B |
| Q1 2022 | 1,543 | $47.7B |
| Q4 2021 | 1,489 | $43.6B |
| Q3 2021 | 1,379 | $39.7B |
| Q2 2021 | 1,439 | $39.6B |
| Q1 2021 | 1,455 | $40.9B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 20,275 | $1.14M | 0.27% | −100−0.5% | Reduced |
| Allworth Financial LP | 21,538 | $1.15M | 0.01% | +309+1.5% | Added |
| Assetmark, Inc | 20,777 | $1.16M | 0.00% | +116+0.6% | Added |
| Harbor Capital Advisors, Inc. | 20,847 | $1.17M | 0.05% | +20,847 | New |
| Andra AP-fonden | 20,882 | $1.17M | 0.02% | +20,882 | New |
| Maven Securities LTD | 20,893 | $1.17M | 0.26% | −5,004−19.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 20,903 | $1.17M | 0.04% | +2,952+16.4% | Added |
| Bayesian Capital Management, LP | 20,981 | $1.18M | 0.19% | −19,619−48.3% | Reduced |
| Cullinan Associates Inc | 21,078 | $1.18M | 0.08% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 21,087 | $1.18M | 0.23% | −7,845−27.1% | Reduced |
| Trust Co of Toledo NA | 21,422 | $1.20M | 0.16% | −718−3.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,474 | $1.20M | 0.01% | +1,037+5.1% | Added |
| Ascent Wealth Partners, LLC | 21,656 | $1.21M | 0.16% | −27−0.1% | Reduced |
| MAI Capital Management | 21,836 | $1.22M | 0.01% | +6,087+38.7% | Added |
| Tradewinds, LLC. | 22,229 | $1.25M | 0.35% | +10.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,473 | $1.26M | 0.00% | +382+1.7% | Added |
| Prime Capital Investment Advisors, LLC | 22,638 | $1.27M | 0.01% | +6,756+42.5% | Added |
| Valmark Advisers, Inc. | 22,692 | $1.27M | 0.02% | −483−2.1% | Reduced |
| Simmons Bank | 22,696 | $1.27M | 0.10% | +6,386+39.2% | Added |
| GAMMA Investing LLC | 22,771 | $1.28M | 0.10% | +2,673+13.3% | Added |
| Personal Cfo Solutions, LLC | 22,841 | $1.28M | 0.26% | −422−1.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 22,866 | $1.28M | 0.01% | +8,901+63.7% | Added |
| Atlantic Union Bankshares Corp | 22,887 | $1.28M | 0.08% | −2,669−10.4% | Reduced |
| SageView Advisory Group, LLC | 23,013 | $1.29M | 0.06% | −752−3.2% | Reduced |
| AustralianSuper Pty Ltd | 23,017 | $1.29M | 0.01% | +23,017 | New |
| Generali Asset Management SPA SGR | 23,285 | $1.31M | 0.03% | −44,167−65.5% | Reduced |
| Spire Wealth Management | 23,411 | $1.31M | 0.04% | −1,429−5.8% | Reduced |
| 111 Capital | 23,711 | $1.33M | 0.26% | +9,627+68.4% | Added |
| Integrated Advisors Network LLC | 23,731 | $1.33M | 0.07% | −232−1.0% | Reduced |
| Sigma Planning Corp | 23,842 | $1.34M | 0.04% | −272−1.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 24,372 | $1.37M | 0.10% | +3,817+18.6% | Added |
| Resources Investment Advisors, LLC. | 24,455 | $1.37M | 0.02% | +995+4.2% | Added |
| Vident Advisory, LLC | 24,493 | $1.37M | 0.02% | +8,113+49.5% | Added |
| Madison Asset Management, LLC | 24,521 | $1.37M | 0.02% | +4,837+24.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 24,547 | $1.38M | 0.02% | −6,300−20.4% | Reduced |
| Canandaigua National Bank & Trust Co | 24,928 | $1.40M | 0.14% | −3,839−13.3% | Reduced |
| Plan Group Financial, LLC | 24,960 | $1.40M | 0.50% | +8,911+55.5% | Added |
| Lee Danner & Bass Inc | 25,069 | $1.41M | 0.11% | −400−1.6% | Reduced |
| Assenagon Asset Management S.A. | 25,223 | $1.41M | 0.00% | −16,976−40.2% | Reduced |
| Tounjian Advisory Partners, LLC | 25,390 | $1.42M | 0.27% | +25,390 | New |
| Arkadios Wealth Advisors | 25,391 | $1.42M | 0.05% | +20,461+415.0% | Added |
| Coldstream Capital Management Inc | 25,569 | $1.43M | 0.03% | −17−0.1% | Reduced |
| Park Avenue Securities LLC | 25,621 | $1.44M | 0.02% | +2,056+8.7% | Added |
| Bull Street Advisors, LLC | 25,850 | $1.45M | 0.69% | +180+0.7% | Added |
| International Assets Investment Management, LLC | 25,854 | $1.45M | 0.13% | −1,072−4.0% | Reduced |
| Kingsview Wealth Management, LLC | 26,120 | $1.46M | 0.03% | −1,313−4.8% | Reduced |
| Providence First Trust Co | 26,189 | $1.47M | 0.60% | 00.0% | Unchanged |
| Pensionfund Sabic | 26,300 | $1.48M | 0.44% | −3,200−10.8% | Reduced |
| Garner Asset Management Corp | 26,322 | $1.48M | 0.65% | +1,760+7.2% | Added |
| Palisade Asset Management, LLC | 26,445 | $1.48M | 0.15% | +120+0.5% | Added |
| Patten & Patten Inc | 26,460 | $1.48M | 0.10% | +4,905+22.8% | Added |
| Cassaday & Co Wealth Management LLC | 26,489 | $1.49M | 0.04% | −119−0.4% | Reduced |
| Nomura Holdings Inc | 26,506 | $1.49M | 0.01% | −1,170−4.2% | Reduced |
| Capital Investment Counsel, Inc | 26,514 | $1.49M | 0.22% | +2,420+10.0% | Added |
| Leo Wealth, LLC | 26,597 | $1.49M | 0.21% | +6,264+30.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,716 | $1.50M | 0.02% | +44+0.2% | Added |
| Lowe Brockenbrough & Co Inc | 26,929 | $1.51M | 0.10% | +20+0.1% | Added |
| Total Clarity Wealth Management, Inc. | 28,601 | $1.54M | 0.50% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 27,692 | $1.55M | 0.05% | +16,062+138.1% | Added |
| Bay Rivers Group | 27,955 | $1.57M | 0.82% | −1,813−6.1% | Reduced |
| Inspire Trust Co, N.A. | 28,000 | $1.57M | 0.37% | +3,000+12.0% | Added |
| Machina Capital S.A.S. | 28,098 | $1.58M | 0.47% | +28,098 | New |
| Greenwood Capital Associates LLC | 28,157 | $1.58M | 0.21% | +9,083+47.6% | Added |
| Level Four Advisory Services, LLC | 28,184 | $1.58M | 0.06% | +2,268+8.8% | Added |
| Beverly Hills Private Wealth, LLC | 28,511 | $1.60M | 0.32% | +1,014+3.7% | Added |
| Allstate Corp | 28,998 | $1.63M | 0.05% | +3,963+15.8% | Added |
| Empirical Finance, LLC | 29,054 | $1.63M | 0.10% | +625+2.2% | Added |
| Central Trust Co | 29,089 | $1.63M | 0.04% | −2,338−7.4% | Reduced |
| Moors & Cabot, Inc. | 29,206 | $1.64M | 0.08% | +1,153+4.1% | Added |
| Rothschild Investment LLC | 29,209 | $1.64M | 0.11% | +1,025+3.6% | Added |
| Taylor Hoffman Capital Management LLC | 29,156 | $1.64M | 0.61% | +52+0.2% | Added |
| Westpac Banking Corp | 29,292 | $1.64M | 0.12% | −4,465−13.2% | Reduced |
| Aigen Investment Management, LP | 29,391 | $1.65M | 0.26% | −19,254−39.6% | Reduced |
| Apollon Wealth Management, LLC | 29,592 | $1.66M | 0.04% | +5,388+22.3% | Added |
| Everence Capital Management Inc | 29,700 | $1.67M | 0.11% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 29,821 | $1.67M | 0.32% | −3,840−11.4% | Reduced |
| Qube Research & Technologies Ltd | 29,966 | $1.68M | 0.00% | +29,966 | New |
| Altman Advisors, Inc. | 30,928 | $1.68M | 0.78% | +1,132+3.8% | Added |
| Teilinger Capital Ltd. | 30,000 | $1.68M | 1.68% | +30,000 | New |
| Banque Cantonale Vaudoise | 30,179 | $1.69M | 0.07% | +30,179 | New |
| Intech Investment Management LLC | 30,460 | $1.71M | 0.02% | +12,663+71.2% | Added |
| All Terrain Financial Advisors, LLC | 30,660 | $1.72M | 0.67% | +3,028+11.0% | Added |
| Lido Advisors, LLC | 30,691 | $1.72M | 0.01% | +3,782+14.1% | Added |
| Courier Capital LLC | 30,845 | $1.73M | 0.11% | +3,673+13.5% | Added |
| Gsa Capital Partners LLP | 31,252 | $1.75M | 0.16% | +31,252 | New |
| Berkshire Bank | 31,305 | $1.76M | 0.43% | +736+2.4% | Added |
| Tiaa Trust, National Association | 31,381 | $1.76M | 0.01% | −1,219−3.7% | Reduced |
| Hartford Financial Management Inc. | 31,435 | $1.76M | 0.36% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 31,445 | $1.76M | 0.01% | −66,966−68.0% | Reduced |
| Meketa Investment Group Inc | 31,446 | $1.76M | 2.37% | +14,437+84.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 31,597 | $1.77M | 0.12% | +31,597 | New |
| 3Chopt Investment Partners, LLC | 31,598 | $1.77M | 0.46% | +2,284+7.8% | Added |
| Redwood Investment Management, LLC | 31,595 | $1.77M | 0.19% | −3,006−8.7% | Reduced |
| United Capital Financial Advisers, LLC | 31,715 | $1.78M | 0.02% | −4,168−11.6% | Reduced |
| Quantbot Technologies LP | 31,915 | $1.79M | 0.06% | +31,915 | New |
| RSM US Wealth Management LLC | 32,258 | $1.81M | 0.03% | −7,568−19.0% | Reduced |
| Quadrant Capital Group LLC | 32,527 | $1.82M | 0.07% | +24,976+330.8% | Added |
| Blair William & Co | 32,925 | $1.85M | 0.01% | −543−1.6% | Reduced |
| Bryn Mawr Trust Co | 33,034 | $1.85M | 0.03% | +3,303+11.1% | Added |
| Profund Advisors LLC | 33,086 | $1.86M | 0.08% | −12,285−27.1% | Reduced |